Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.26%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$0 ﹤0.01%
+22
3502
$0 ﹤0.01%
+5
3503
$0 ﹤0.01%
+86
3504
$0 ﹤0.01%
+2
3505
$0 ﹤0.01%
+19
3506
$0 ﹤0.01%
+28
3507
$0 ﹤0.01%
+15
3508
$0 ﹤0.01%
+16
3509
$0 ﹤0.01%
+13
3510
$0 ﹤0.01%
+9
3511
$0 ﹤0.01%
+18
3512
$0 ﹤0.01%
+26
3513
$0 ﹤0.01%
+13
3514
$0 ﹤0.01%
+2
3515
$0 ﹤0.01%
+2
3516
$0 ﹤0.01%
+6
3517
$0 ﹤0.01%
+9
3518
$0 ﹤0.01%
+10
3519
$0 ﹤0.01%
+7
3520
$0 ﹤0.01%
+25
3521
$0 ﹤0.01%
+4
3522
$0 ﹤0.01%
+2
3523
$0 ﹤0.01%
+5
3524
$0 ﹤0.01%
+5
3525
$0 ﹤0.01%
+21